Are you a Retiring Financial Adviser looking to sell your IFA business / client bank to a firm offering excellent passive fund choices where ongoing support and care of your clients is paramount?

The Company Our client company is a leading Passive Discretionary Fund Manager, managing c£2.5bn FuM where they have built up a network of partnering directly authorised IFA firms across the UK who embrace and outsource passive investing for their clients as a ‘buy-and-hold’ investment strategy, aiming to generate long term returns rathe

Are you a retiring Financial Adviser with up to £10m FuM and looking to sell your client bank to a growing wealth management firm who will provide a very personable service to your clients?

The Company Our client company was established in 2020 originally as Appointed Representatives before becoming directly authorised in 2022. They have grown their FuM to £22m organically with 2 advisers and 1 administrator.  They offer independent financial advice with open architecture to enable clients to stay invested on existing

Forward thinking Fintech IFA seeking acquisitions of up to £200m FuM

Are you a Financial Adviser with up to £200m FuM looking to sell your client bank to a forward thinking Fintech IFA company? The Company Our client company was founded in 2017 and have fast become one of the few digital Independent Financial Advisers in the UK. They offer all the services of a traditional IFA but via their secure online

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